About Us

Our History

OSC is a second generation, family-owned and operated company and it shows in everything we do. As a client, you are an extension of our family. We are deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth, and discipline of a much larger one.

As fully independent advisors, our mission is to provide investment management and financial planning in a transparent, listen-first approach. We have maintained our independence for over 50 years, evolving our strategies to help you accomplish your life goals.


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Fiduciary Role

For Some It’s A Guideline, But For Us, It’s Who We Are.

As fiduciaries, we put our clients’ needs ahead of our own. We go above and beyond the standard by educating and empowering our clients with all strategic options.

  • A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interests ahead of their own, with a duty to preserve good faith and trust.

What Sets Us Apart

Our team has over 100 years of combined financial services experience. We bring a rich history of credentialed financial service professionals from a multi-disciplinarian background. The result is a unique blend of best practices and years of refinement to our methodology offering our clients financial planning they understand and client service they can feel.

Our Core Values

Our core values guide our efforts and decisions in all that we do.


Inspired & Inspiring


Others First

Collaboration / Teamwork

Meet the Team

Chad Bearden, MBA, AAMS

Wealth Manager, Internal Portfolio Analyst

David Beck, AIF

Sr. Wealth Manager

Jordan Bingham

Wealth Advisor

Michele Brain

Sr. Client Experience Professional

Shane D. Dir, AIF, CPFA

Sr. Wealth Manager, CEO

Ron Elzig, AIF

Sr. Wealth Manager, Managing Director

Ashley Goggins

Director of Client Service Operations

Lexi Jones

Client Experience Professional

Jonny Magee

Wealth Advisor

Andrew Turner Headshot

Andrew Turner, CPFA

Wealth Advisor